Mirador Capital Partners’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,525
| Closed | -$222K | – | 211 |
|
|
2022
Q4 | $222K | Buy |
+3,525
| New | +$222K | 0.05% | 174 |
|
|
2022
Q2 | – | Sell |
-2,539
| Closed | -$344K | – | 206 |
|
|
2022
Q1 | $344K | Buy |
2,539
+43
| +2% | +$5.83K | 0.07% | 169 |
|
|
2021
Q4 | $403K | Buy |
2,496
+238
| +11% | +$38.4K | 0.08% | 163 |
|
|
2021
Q3 | $542K | Sell |
2,258
-13
| -0.6% | -$3.12K | 0.12% | 129 |
|
|
2021
Q2 | $554K | Buy |
2,271
+45
| +2% | +$11K | 0.13% | 127 |
|
|
2021
Q1 | $505K | Buy |
2,226
+264
| +13% | +$59.9K | 0.13% | 117 |
|
|
2020
Q4 | $427K | Buy |
1,962
+202
| +11% | +$44K | 0.12% | 125 |
|
|
2020
Q3 | $286K | Sell |
1,760
-647
| -27% | -$105K | 0.09% | 142 |
|
|
2020
Q2 | $253K | Buy |
+2,407
| New | +$253K | 0.09% | 131 |
|
|
2018
Q4 | – | Sell |
-2,810
| Closed | -$278K | – | 156 |
|
|
2018
Q3 | $278K | Buy |
+2,810
| New | +$278K | 0.14% | 122 |
|